Summary

I believe that the Financial Services profession must strive to regain the trust of all investors. I know that trust can be earned by listening carefully to what clients want, the sharing of information and ensuring through education that clients fully understand the ‘How? and Why?’ of successful investment. I believe in personal, face-to-face and truly independent financial advice and I am passionate about the quality of the advice I provide, together with the on-going service that I deliver. Successful financial planning is not merely the sale of an investment product but the provision of a personal, bespoke, excellent, proactive and long-term advice service to all my clients. And I never forget that it’s your money that’s being invested and your ambitions that you want to achieve – it is my purpose to enable you to do so successfully. The areas of my advice are Protection, Retirement planning, Preserving and Transferring.

Expertise


Investments
•Investment trusts
•ISAs
•OEICs
•Offshore investments
•Unit trusts

Protection
•Income protection insurance
•Life insurance
•Long term care

Pensions
•Annuity purchase
•Auto enrolment
•Pension consolidation
•Pension drawdown
•Pensions & divorce
•Pensions & retirement planning
•Pensions review
•Pensions transfer
•Sipps
•Stakeholder

Savings
•Lump sum
•Regular savings

Tax & trust planning
•Capital gains tax
•Estate planning
•Taxation planning

Financial planning
•Wealth management

Experience

  • Cheetham Jackson Ltd

    Financial Planner
    - Current
    Cheetham Jackson Ltd

Clubs and Associations

Personal Finance Society
SHOUT Network
The Business Network
Pink Link Ladies

Email Amanda

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